Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.15% |
| $250K - $500K | 2.05% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.15% |
All fees are negotiable. These are the maximum annual asset-based advisory fees for non-inclusive accounts.
Fee Estimator
Fees vary depending on the service. Portfolio management fees are negotiable and based on managed assets. Financial planning fees are typically a flat fee up to $10,000 or an hourly rate up to $500 per hour, but may be higher for complex plans. Retirement plan consulting fees can be asset-based (up to 1.25%), fixed, or hourly. Subscription advisory services have a negotiable annual flat fee. Fees are negotiable and may vary among Advisory Representatives.
Areas of Practice
Advisor Information
Office location
3651 Mars Hill Road, Suite 3100-B, Watkinsville, GA, 30677
Get directionsRegulatory History (1)
Customer Dispute
October 2020Other Business ActivitiesSells Insurance
Coleman owns Benko Capital Management, Inc. and DBA Benko Financial Services, dedicating nearly full-time hours to offering financial services and managing the S-corp. Coleman also sells fixed insurance and annuities on an as-needed basis, spending minimal time on this activity.